Alexander Financial Planning

Your Financial
Advising Team


Over the years, so many amazing people have walked through our doors that we are proud to call our clients. Your aspirations and your dreams fuel our desire to be incredible at what we do... and for that we are inspired, humbled and grateful.

Collectively, we are a group of individuals who have had many of the same life experiences as our clients. We are here to help you navigate through the difficult times and to celebrate life's milestone moments.

Every life story is different...
and we want to help enrich your story through thoughtful and effective financial life planning.



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Teri Roth Alexander

CFP®, MSFP, CeFT®, AIF®

Founder, Senior Advisor

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Nathan Swab

CFP®, AWMA®

Financial Advisor -
Financial Planning

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Tracey Guthrie

Investment Advisor Rep

Director of Operations

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Erik Danielson

Communications &
Client Services Administrator

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Tucker Alexander

Chief Greeter & Announcer

Your Financial
Advising Team


Over the years, so many amazing people have walked through our doors that we are proud to call our clients. Your aspirations and your dreams fuel our desire to be incredible at what we do... and for that we are inspired, humbled and grateful.

Collectively, we are a group of individuals who have had many of the same life experiences as our clients. We are here to help you navigate through the difficult times and to celebrate life's milestone moments.

Every life story is different...
and we want to help enrich your story through thoughtful
and effective financial life planning.



image

Teri Roth
Alexander

CFP®, MSFP, CeFT®, AIF®
Founder, Senior Advisor
image

Nathan
Swab

CFP®, AWMA®
Financial Advisor -
Financial Planning

image

Tracey
Guthrie

Investment Advisor Representative
Director of Operations
image

Erik
Danielson

Communications &
Client Services Administrator

image

Tucker
Alexander

Chief Greeter & Announcer
image


It all begins with

a conversation.


As your thinking partner, we will work with you to uncover what is important to you and begin your journey towards the life you are seeking.

We offer a no-obligation "Discovery Meeting" to help you decide if we are the right fit.

CONTACT US

Our knowledge
is your power.

As true "life planning enthusiasts", we pride ourselves on sharing our insights
with the community at large.

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delivered straight to your inbox.

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At AFP, we help enrich your life story through thoughtful and effective financial life planning.







CURRENT
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March 2024
BLOG POST
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March 2024
NEWSLETTER
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March 2024
WEBINAR



OUR OFFICE
3600 Olentangy River Rd
Suite C2
Columbus, Ohio 43214 GOOGLE MAPS
1-614-538-1600




© Alexander Financial Planning,
All Rights Reserved.